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Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially an psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on your ability [...]
Introduction A real estate investment can be a fairly common transaction, such as the purchase of a primary residence, or it can be a complex commercial venture involving multiple investors and/or syndicates. When choosing a real estate investment, think carefully about your objectives for that investment. Your specific needs may suggest which form of real estate [...]
Being an educator demands significant expertise and requires that you stay current on developments in your field. However, that level of ongoing attention can make it difficult to find the time to stay on top of issues that affect your finances, or to put together a comprehensive financial plan. Whether you work directly with students or focus on research, [...]
What’s the future of the federal estate tax? All we know is that no one knows for sure; it’s all speculation. So, let’s take a look at what could happen. There are five possibilities: (1) Congress could extend current tax law (commonly referred to as the “Bush tax cuts”); (2) Congress could do nothing, essentially [...]
There are no infallible guides to stock market movements. However, that doesn’t stop investors from using various measurements to try to divine the current and future direction of a stock’s price or the equity markets as a whole. Here are some common methods (or metrics) for gauging the stock market. Gauging volatility The CBOE Volatility [...]
You may have heard about new disclosure rules that will soon apply to 401(k) plans. Before describing what’s ahead, however, a look back may be helpful. (While we’ll refer to 401(k) plans in this article, the new rules also apply to other employer-sponsored plans that allow participants to direct their own investments, commonly referred to [...]
Imagine playing a complicated game, but the rules of the game are changing, and the new rules have yet to be announced. That’s what income tax planning is like this year. In fact, if there was ever a year to spend some quality time with your financial professional, this is it. Here are a few [...]
What is ToSSMAX™? ToSSMAX™ stands for Timing of Social Security Retirement Maximization Program and it is our proprietary approach to helping you maximize your retirement income. … Learn more
Social Security provides retirement income you can't outlive. And, in addition to your own benefit, your spouse may be eligible to receive benefits … [Read More...]
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